Jim Holt Associates
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
900 E 96th St Ste 300, Indianapolis, Ind...Phone Number
(317) 574-1800Website
www.jimholtassociates.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Jim Holt Associates
Jim Holt Associates, led by James R. Holt, CFP, offers a range of financial services including retirement planning, investment management, and insurance products such as life and disability income insurance. The firm caters to individuals, families, and businesses, providing tailored financial guidance to help clients achieve their financial goals and navigate life changes. Their services also include 529 college savings plans, long-term care insurance, and trust services. With a commitment to professional guidance, Jim Holt Associates aims to empower clients to make informed financial decisions for a secure future.Explore more
Popular SearchesJim Holt AssociatesJimholtassociates ComHolt Jim AssocJim Holt Chfc CluHolt - AssociateSIC Code 62,628NAICS Code 52,523Show more
Jim Holt Associates Org Chart
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Jim Holt Associates, led by James R. Holt, CFP, offers a range of financial services including retirement planning, investment management, and insurance products such as life and disability income insurance. The firm caters to individuals, families, and businesses, providing tailored financial guidance to help clients achieve their financial goals... Read More
